Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
Wall-to-Wall Investment Conference Coverage
The Morningstar Investment Conference is in the books, and we have a bunch of videos and articles on the subject. You can find it all here.

There were some awards for investing excellence, a conversation about healthcare, and a couple of my videos.

Annuity Sales Spike Because of Lowering Standards
Bloomberg reports that the Trump Administration's gutting of a fiduciary standard has led to a spike in annuity sales. That's awfully damning of both annuities and the case against a fiduciary standard.

When someone wants to sell you an annuity, hold on to your wallet with both hands.

Akre Focus Under Review
Comanager Tom Saberhagen's last day with Akre Focus AKREX was April 25, 2019. He and John Neff both joined Chuck Akre as comanagers in August 2014. Saberhagen joined Akre Capital Management in 2009. His unexpected departure and the resulting uncertainty lead to the fund's Morningstar Analyst Rating being placed under review.

 

 

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